Heritage Family Offices’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
14,811
+3
+0% +$392 0.98% 22
2025
Q1
$1.96M Buy
14,808
+7,180
+94% +$952K 1% 24
2024
Q4
$863K Buy
7,628
+1,441
+23% +$163K 0.43% 55
2024
Q3
$705K Sell
6,187
-32
-0.5% -$3.65K 0.36% 62
2024
Q2
$646K Buy
+6,219
New +$646K 0.36% 65